Viewing the Membership Details of a Fully-Insured Group Policy Plan

Procedure

To view the details of a membership in a fully-insured group policy plan:

  1. Search for the fully-insured group policy in the Policy screen.
  2. In the Search Results section, click the link in the Policy Information column corresponding to the policy whose details you want to view.
    The Policy screen appears.
  3. Click the Plan tab.
    The Plan tab appears.
  4. In the Plans zone, click the Broadcast (The Broadcast Icon) icon corresponding to the fully-insured group policy plan whose membership details you want to view.
    The Memberships zone appears.
  5. In the Memberships zone, click the link in the Membership Information column corresponding to the membership whose details you want to view.
    The Membership screen appears.
  6. Ensure that the Main tab is selected.
  7. View the basic details of the membership in the Membership zone.
  8. View the characteristics of the membership in the Membership Characteristics zone.
  9. View the persons who are added to the membership in the Member Persons zone.
  10. View the characteristics of the member person in the Member Person Characteristics zone.
  11. View the additional memberships of the main subscriber in the Other Plans of Main Subscriber zone.

Related Topics

For more information on... See...
How to search for a fully-insured group policy Searching for a Policy
Policy screen Policy (Used for Viewing)
Plans zone Plans
Memberships zone Memberships
Membership screen Membership (Used for Viewing)
Membership zone Membership
Membership Characteristics zone Membership Characteristics
Member Persons zone Member Persons
Member Person Characteristics zone Member Person Characteristics
Other Plans of Main Subscriber zone Other Plans of Main Subscriber